Outbound Financial Inc’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Outbound Financial Inc’s Portfolio BILS Stock Details BILS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$459K	Sell	4,623 -851	-16%	-$84.5K	0.3%	39
2026 Q1	$544K	Sell	5,474 -240	-4%	-$23.8K	0.41%	32
2025 Q4	$567K	Hold	5,714	–	–	0.44%	30
2025 Q3	$569K	Hold	5,714	–	–	0.46%	33
2025 Q2	$568K	Buy	+5,714	New	+$567K	0.52%	31

Other funds holding BILS

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return